Summit Financial, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1765536
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$9.1B
Holdings
1,580
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Summit Financial, LLC disclosed 1,580 positions worth $9.1B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 235 new positions and exited 57. The portfolio is most concentrated in Other (62.0% of disclosed assets). All figures are sourced directly from Summit Financial, LLC’s Form 13F-HR filing with the SEC under CIK 1765536.
AI Fund Analysis
StableVANGUARD INDEX FDS - TOTAL
7.1% weight
Held 10 quarters
VANGUARD INTL EQUITY INDEX
3.2% weight
Held 10 quarters
ISHARES TR - CORE S&P500 E
2.5% weight
Held 10 quarters
$AAPL2.2% weight
Held 10 quarters
VANGUARD INDEX FDS - GROWT
1.7% weight
Held 10 quarters
VANGUARD INDEX FDS - S&P 5
9 quarters accumulating
$SPY9 quarters accumulating
SPDR SERIES TRUST - ST STR
9 quarters accumulating
SPDR SERIES TRUST - ST STR
9 quarters accumulating
VANGUARD TAX-MANAGED FDS -
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$648.5M1,752,517 shVANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
—Quality
$294.1M3,511,693 shISHARES TR - CORE S&P500 ETF
—Quality
$225.7M301,387 sh- 76.4
Quality
$196.9M680,491 sh VANGUARD INDEX FDS - GROWTH ETF
—Quality
$156.2M1,813,507 sh- 85.9
Quality
$152.7M763,018 sh VANGUARD INDEX FDS - VALUE ETF
—Quality
$125.8M577,286 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$118.8M172,958 sh- —
Quality
$113.2M151,265 sh - —
Quality
$108.0M356,488 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $648.5M | 1,752,517 |
| VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $294.1M | 3,511,693 |
| ISHARES TR - CORE S&P500 ETF | — | $225.7M | 301,387 |
| Apple Inc.$AAPL | 76.4 | $196.9M | 680,491 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $156.2M | 1,813,507 |
 NVIDIA CORP$NVDA | 85.9 | $152.7M | 763,018 |
| VANGUARD INDEX FDS - VALUE ETF | — | $125.8M | 577,286 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $118.8M | 172,958 |
| SPDR S&P 500 ETF TRUST$SPY | — | $113.2M | 151,265 |
 Invesco Ltd.$IVZ | — | $108.0M | 356,488 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Summit Financial, LLC's 1,580 positions.
Showing top 10 of 1,580 holdings.
Sector Allocation
Other
$5.7B
Technology
$1.2B
Financials
$906.0M
Industrials
$310.6M
Consumer Discretionary
$264.6M
Healthcare
$250.8M
Materials
$157.2M
Energy
$142.0M
Top Holdings — Summit Financial, LLC (Q2 2026)
Top 150 of 1,580 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $648.5M | 7.1% | +1% | — |
| 2 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $294.1M | 3.2% | +2% | — |
| 3 | — | ISHARES TR - CORE S&P500 ETF | $225.7M | 2.5% | +18% | — |
| 4 | $AAPL | Apple Inc. | $196.9M | 2.2% | +3% | 76.4 |
| 5 | — | VANGUARD INDEX FDS - GROWTH ETF | $156.2M | 1.7% | +538% | — |
| 6 | $NVDA | NVIDIA CORP | $152.7M | 1.7% | +11% | 85.9 |
| 7 | — | VANGUARD INDEX FDS - VALUE ETF | $125.8M | 1.4% | +4% | — |
| 8 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $118.8M | 1.3% | +7% | — |
| 9 | $SPY | SPDR S&P 500 ETF TRUST | $113.2M | 1.2% | +2% | — |
| 10 | $IVZ | Invesco Ltd. | $108.0M | 1.2% | +3% | — |
| 11 |  $AMZN | AMAZON COM INC | $98.9M | 1.1% | +2% | 68.7 |
| 12 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $93.8M | 1.0% | +5% | — |
| 13 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $90.7M | 1.0% | +0% | — |
| 14 |  $MSFT | MICROSOFT CORP | $86.8M | 0.9% | -2% | 79.8 |
| 15 |  $BRK.B | BERKSHIRE HATHAWAY INC | $85.4M | 0.9% | +3% | 73.8 |
| 16 | — | SPDR SERIES TRUST - ST STR P500GRW | $82.5M | 0.9% | +5% | — |
| 17 | — | PIMCO ETF TR - MULTISECTOR BD | $75.5M | 0.8% | +14% | — |
| 18 |  $GOOGL | Alphabet Inc. | $66.1M | 0.7% | +1% | 78.2 |
| 19 | — | SPDR SERIES TRUST - ST STR P500VAL | $62.3M | 0.7% | +6% | — |
| 20 | — | ISHARES TR - ULTRA SHORT DUR | $60.8M | 0.7% | +1380% | — |
| 21 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $57.2M | 0.6% | +4% | — |
| 22 |  $JPM | JPMORGAN CHASE & CO | $57.1M | 0.6% | -11% | 70.7 |
| 23 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $54.3M | 0.6% | +4% | — |
| 24 |  $AVGO | Broadcom Inc. | $54.3M | 0.6% | +2% | 84.5 |
| 25 | — | ISHARES TR - CORE MSCI EAFE | $52.5M | 0.6% | -4% | — |
| 26 |  $META | Meta Platforms, Inc. | $47.5M | 0.5% | +5% | 79.6 |
| 27 | — | ISHARES TR - RUSSELL 2000 ETF | $47.3M | 0.5% | +6% | — |
| 28 | — | VANGUARD INDEX FDS - MID CAP ETF | $47.3M | 0.5% | +359% | — |
| 29 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $44.6M | 0.5% | +10% | — |
| 30 |  $TSLA | Tesla, Inc. | $44.0M | 0.5% | +5% | 53.9 |
| 31 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $43.4M | 0.5% | -18% | — |
| 32 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $40.8M | 0.5% | +6% | — |
| 33 |  $AMAT | APPLIED MATERIALS INC /DE | $40.0M | 0.4% | +2% | 72.3 |
| 34 |  $CAT | CATERPILLAR INC | $39.4M | 0.4% | +0% | 66.5 |
| 35 |  $PLTR | Palantir Technologies Inc. | $38.8M | 0.4% | +1% | 84.6 |
| 36 |  $AMD | ADVANCED MICRO DEVICES INC | $38.7M | 0.4% | -5% | 79.8 |
| 37 |  $MU | MICRON TECHNOLOGY INC | $38.2M | 0.4% | -10% | 86.2 |
| 38 |  $LLY | ELI LILLY & Co | $37.8M | 0.4% | +11% | 87.5 |
| 39 | — | VANGUARD INDEX FDS - SMALL CP ETF | $35.4M | 0.4% | +6% | — |
| 40 | — | ISHARES TR - CORE UNIVRSL USD | $35.4M | 0.4% | +7% | — |
| 41 | — | ISHARES TR - CORE S&P MCP ETF | $35.2M | 0.4% | +5% | — |
| 42 | — | ISHARES TR - CORE US AGGBD ET | $34.9M | 0.4% | +10% | — |
| 43 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $34.8M | 0.4% | -5% | — |
| 44 | — | ISHARES INC - CORE MSCI EMKT | $34.5M | 0.4% | +4% | — |
| 45 | — | ISHARES TR - IBONDS DEC 2030 | $33.6M | 0.4% | -4% | — |
| 46 | $IVZ | Invesco Ltd. | $33.1M | 0.4% | +2% | — |
| 47 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $33.1M | 0.4% | +4% | — |
| 48 | — | ISHARES TR - MSCI EAFE MIN VL | $33.0M | 0.4% | +0% | — |
| 49 |  $GS | GOLDMAN SACHS GROUP INC | $32.9M | 0.4% | -12% | 73.5 |
| 50 |  $DELL | Dell Technologies Inc. | $32.4M | 0.4% | -13% | 71.2 |
| 51 |  $WMT | Walmart Inc. | $32.4M | 0.4% | +18% | 60.2 |
| 52 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $32.1M | 0.3% | +6% | — |
| 53 | $IVZ | Invesco Ltd. | $31.4M | 0.3% | -2% | — |
| 54 | — | ISHARES TR - CORE S&P TTL STK | $31.3M | 0.3% | -7% | — |
| 55 |  $JNJ | JOHNSON & JOHNSON | $30.2M | 0.3% | +0% | 69 |
| 56 | — | ISHARES TR - IBONDS DEC 2033 | $29.4M | 0.3% | -44% | — |
| 57 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $29.4M | 0.3% | -5% | — |
| 58 | — | ISHARES TR - IBONDS DEC 2032 | $29.2M | 0.3% | -27% | — |
| 59 | — | ISHARES TR - IBONDS DEC 2031 | $29.2M | 0.3% | -26% | — |
| 60 | — | ISHARES TR - IBONDS DEC 29 | $28.5M | 0.3% | +10% | — |
| 61 | — | VANGUARD MALVERN FDS - CORE-PLUS BD ETF | $28.4M | 0.3% | +47% | — |
| 62 | — | ISHARES TR - IBDS DEC28 ETF | $27.5M | 0.3% | +99% | — |
| 63 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $27.5M | 0.3% | +22% | — |
| 64 | — | ISHARES TR - IBONDS DEC 2034 | $27.5M | 0.3% | -40% | — |
| 65 |  $WPM | Wheaton Precious Metals Corp. | $27.3M | 0.3% | +1% | — |
| 66 | — | ISHARES TR - S&P 500 VAL ETF | $26.6M | 0.3% | +2% | — |
| 67 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $26.6M | 0.3% | +5% | — |
| 68 | — | ISHARES TR - RUS 2000 GRW ETF | $25.1M | 0.3% | +39% | — |
| 69 |  $COST | COSTCO WHOLESALE CORP /NEW | $24.8M | 0.3% | +1% | 66.2 |
| 70 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $24.7M | 0.3% | +6% | — |
| 71 |  $XOM.R34088 | EXXON MOBIL CORP | $24.6M | 0.3% | +2% | 57.9 |
| 72 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $24.0M | 0.3% | +6% | — |
| 73 |  $CIEN | CIENA CORP | $24.0M | 0.3% | +443% | 72.9 |
| 74 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $23.6M | 0.3% | +3% | — |
| 75 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $23.5M | 0.3% | -0% | — |
| 76 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $23.5M | 0.3% | +2% | — |
| 77 |  $ABBV | AbbVie Inc. | $23.4M | 0.3% | +5% | 72.6 |
| 78 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $23.3M | 0.3% | +4% | — |
| 79 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $23.0M | 0.3% | -1% | — |
| 80 |  $GLD | SPDR GOLD TRUST | $22.8M | 0.3% | +7% | — |
| 81 | — | ISHARES TR - RUS 1000 GRW ETF | $22.7M | 0.3% | +315% | — |
| 82 |  $V | VISA INC. | $21.8M | 0.2% | -5% | 82.9 |
| 83 | — | ISHARES TR - RUS 1000 VAL ETF | $21.2M | 0.2% | +3% | — |
| 84 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $20.5M | 0.2% | +9% | — |
| 85 | — | ISHARES TR - CORE S&P SCP ETF | $20.4M | 0.2% | +5% | — |
| 86 | $GS | GOLDMAN SACHS GROUP INC | $20.1M | 0.2% | NEW | 73.5 |
| 87 |  $MRK | Merck & Co., Inc. | $19.9M | 0.2% | +4% | 59.9 |
| 88 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | $19.8M | 0.2% | +6% | — |
| 89 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $19.1M | 0.2% | +483% | — |
| 90 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | $19.1M | 0.2% | +16% | — |
| 91 | $IVZ | Invesco Ltd. | $19.0M | 0.2% | -1% | — |
| 92 |  $CSCO | CISCO SYSTEMS, INC. | $19.0M | 0.2% | +3% | 70.3 |
| 93 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $18.8M | 0.2% | -16% | — |
| 94 |  $IAU | ISHARES GOLD TRUST | $18.7M | 0.2% | -3% | — |
| 95 |  $URI | UNITED RENTALS, INC. | $18.6M | 0.2% | +1% | 63.9 |
| 96 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $18.1M | 0.2% | +0% | — |
| 97 |  $CRWD | CrowdStrike Holdings, Inc. | $18.0M | 0.2% | -0% | 67.7 |
| 98 | — | VANGUARD STAR FDS - VG TL INTL STK F | $17.9M | 0.2% | +5% | — |
| 99 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $17.5M | 0.2% | +7% | — |
| 100 | — | ISHARES INC - MSCI JAPAN ETF | $17.5M | 0.2% | -0% | — |
| 101 |  $BAC | BANK OF AMERICA CORP /DE/ | $17.4M | 0.2% | +7% | 67.6 |
| 102 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $17.3M | 0.2% | -8% | — |
| 103 |  $ASML | ASML HOLDING NV | $17.3M | 0.2% | +10% | — |
| 104 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $16.9M | 0.2% | -2% | — |
| 105 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | $16.5M | 0.2% | +169% | — |
| 106 | — | SPDR SERIES TRUST - ST INTER BD ETF | $16.5M | 0.2% | +19% | — |
| 107 |  $BA | BOEING CO | $15.7M | 0.2% | +3% | 61.6 |
| 108 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $15.7M | 0.2% | +2% | — |
| 109 | — | SPDR SERIES TRUST - ST STR BACKE ETF | $15.5M | 0.2% | +3% | — |
| 110 |  $UUUU | ENERGY FUELS INC | $15.2M | 0.2% | +2% | 33.8 |
| 111 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $15.1M | 0.2% | +16% | 70 |
| 112 | — | ISHARES TR - ISHS 1-5YR INVS | $14.9M | 0.2% | +2% | — |
| 113 |  $NFLX | NETFLIX INC | $14.8M | 0.2% | -9% | 78.8 |
| 114 |  $MRVL | Marvell Technology, Inc. | $14.8M | 0.2% | -12% | 76.5 |
| 115 |  $GEV | GE Vernova Inc. | $14.7M | 0.2% | +31% | 81.1 |
| 116 |  $ANET | Arista Networks, Inc. | $14.5M | 0.2% | +4% | 81.9 |
| 117 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | $14.5M | 0.2% | +5% | — |
| 118 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $14.3M | 0.2% | +15% | — |
| 119 | — | VANECK ETF TRUST - FALLEN ANGEL HG | $14.3M | 0.2% | +3% | — |
| 120 |  $HOOD | Robinhood Markets, Inc. | $14.2M | 0.2% | +6% | 82.1 |
| 121 | — | ISHARES TR - TRUST ISHARE 0-1 | $14.0M | 0.1% | -67% | — |
| 122 | — | J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE | $13.9M | 0.1% | +6% | — |
| 123 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | $13.8M | 0.1% | +20% | — |
| 124 |  $ET | Energy Transfer LP | $13.7M | 0.1% | +1% | 64.4 |
| 125 | — | SPDR SERIES TRUST - ST STR P500ETF | $13.7M | 0.1% | +12% | — |
| 126 |  $WT | WisdomTree, Inc. | $13.3M | 0.1% | +254% | 59.9 |
| 127 |  $CCJ | CAMECO CORP | $13.3M | 0.1% | +2% | — |
| 128 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $13.1M | 0.1% | -7% | — |
| 129 |  $WDC | WESTERN DIGITAL CORP | $13.1M | 0.1% | +45% | 80.7 |
| 130 | — | ISHARES INC - JP MRGN EM HI BD | $13.0M | 0.1% | +0% | — |
| 131 |  $HD | HOME DEPOT, INC. | $12.8M | 0.1% | -1% | 60.3 |
| 132 |  $CVX | CHEVRON CORP | $12.6M | 0.1% | +9% | 62.8 |
| 133 |  $AXP | AMERICAN EXPRESS CO | $12.6M | 0.1% | -4% | 69.4 |
| 134 |  $STT | STATE STREET CORP | $12.6M | 0.1% | -2% | 71.5 |
| 135 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $12.5M | 0.1% | +6% | — |
| 136 | — | ISHARES TR - MSCI USA QLT FCT | $12.4M | 0.1% | +3% | — |
| 137 | — | VANGUARD WORLD FD - INF TECH ETF | $12.3M | 0.1% | +1111% | — |
| 138 |  $PWR | QUANTA SERVICES, INC. | $12.2M | 0.1% | +4% | 72.1 |
| 139 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $12.2M | 0.1% | -10% | — |
| 140 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | $12.2M | 0.1% | +5% | — |
| 141 | — | SPDR SERIES TRUST - ST STR SP400VAL | $12.1M | 0.1% | -2% | — |
| 142 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $12.0M | 0.1% | +4% | — |
| 143 |  $GLW | CORNING INC /NY | $11.9M | 0.1% | -11% | 73.7 |
| 144 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $11.9M | 0.1% | +0% | — |
| 145 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $11.9M | 0.1% | +3% | — |
| 146 |  $PG | PROCTER & GAMBLE Co | $11.8M | 0.1% | +11% | 64.6 |
| 147 |  $LRCX | LAM RESEARCH CORP | $11.8M | 0.1% | -24% | 79.4 |
| 148 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $11.8M | 0.1% | +3% | — |
| 149 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $11.7M | 0.1% | -12% | — |
| 150 | — | ISHARES TR - NATIONAL MUN ETF | $11.6M | 0.1% | +9% | — |
New Positions (235)
FIRST TR EXCHANGE-TRADED FD - VEST LADDERED$9.9M
FIRST TR EXCHANGE TRADED FD - NASDAQ TRANSN$8.6M
GOLDMAN SACHS ETF TR - CORPORATE BD ETF$7.8M
FIRST TR EXCHANGE TRADED FD - NASDQ OIL GAS$7.2M
$SNDK Sandisk Corp$6.7M BLACKROCK ETF TRUST - ISHA SYST AL ETF$5.1M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$4.7M
$H Hyatt Hotels Corp$4.6M DIMENSIONAL ETF TRUST - CORE FIXE IN ETF$4.5M
$PCG PG&E Corp$4.4M PROSHARES TR - PSHS ULTRA QQQ$4.4M
BLACKROCK ETF TRUST II - ISHAR INTER ETF$4.0M
FIRST TR EXCHNG TRADED FD VI - FT VEST LAD$3.7M
$SFD SMITHFIELD FOODS INC$3.7M TORTOISE CAPITAL SERIES TRUS - AI INFRA ETF$3.4M
Exited Positions (57)
VANECK ETF TRUST
$RKT Rocket Companies, Inc. FIRST TR EXCHANGE-TRADED FD
$TPH Tri Pointe Homes, Inc.
$CTRA Coterra Energy Inc. PROSHARES TR
HARTFORD FDS EXCHANGE TRADED
$DLTR DOLLAR TREE, INC.
$CXE MFS HIGH INCOME MUNICIPAL TRUST
$PPC PILGRIMS PRIDE CORP PROSHARES TR II
$ZIM ZIM Integrated Shipping Services Ltd. SIMPLIFY EXCHANGE TRADED FUN
$GIL Gildan Activewear Inc. FIRST TR EXCH TRADED FD III
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